4,578 hedge funds and large institutions have $1.6T invested in Apple in 2023 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 1,774 increasing their positions, 2,365 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,578
Holders Change
+20
Holders Change %
+0.44%
% of All Funds
72.99%
Holding in Top 10
2,736
Holding in Top 10 Change
-101
Holding in Top 10 Change %
-3.56%
% of All Funds
43.62%
New
167
Increased
1,774
Reduced
2,365
Closed
94
Calls
$46.9B
Puts
$49.7B
Net Calls
-$2.82B
Net Calls Change
-$9.38B
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1226
Soltis Investment Advisors
Utah
$27.7M -$1.11M -6,468 -4%
HAIM
1227
Hunter Associates Investment Management
Pennsylvania
$27.7M -$2.05M -11,985 -7%
NAS
1228
Nicolet Advisory Services
Wisconsin
$27.7M +$1.59M +9,156 +6%
KC
1229
Knuff & Co
California
$27.7M -$21.7K -127 -0.1%
CI
1230
Cigna Investments
Connecticut
$27.6M -$3.62M -21,141 -12%
TPWA
1231
TRUE Private Wealth Advisors
Oregon
$27.6M -$375K -2,192 -1%
GI
1232
GAMCO Investors
Connecticut
$27.6M -$446K -2,605 -2%
MBTD
1233
Mechanics Bank - Trust Department
California
$27.5M -$203K -1,188 -0.7%
MIH
1234
Meitav Investment House
Israel
$27.5M -$55.1M -321,485 -67%
FNBTCON
1235
First National Bank & Trust Co of Newtown
Pennsylvania
$27.5M -$407K -2,379 -1%
SDWIA
1236
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$27.5M -$122K -713 -0.4%
MGI
1237
MayTech Global Investments
New York
$27.4M -$6.25M -36,526 -19%
BLAM
1238
Bourne Lent Asset Management
New York
$27.4M -$1.26M -7,360 -4%
SAM
1239
Smithbridge Asset Management
Pennsylvania
$27.3M -$1.08M -6,289 -4%
1IA
1240
1834 Investment Advisors
Wisconsin
$27.3M -$406K -2,373 -1%
TA
1241
Tiedemann Advisors
New York
$27.2M +$437K +2,551 +2%
PAM
1242
Private Asset Management
California
$27.2M -$4.76M -27,800 -15%
MF
1243
Montis Financial
Massachusetts
$27M +$514K +3,000 +2%
DLCIG
1244
D.L. Carlson Investment Group
New Hampshire
$27M -$603K -3,523 -2%
SHGA
1245
Sand Hill Global Advisors
California
$26.9M -$361K -2,110 -1%
QI
1246
Qtron Investments
Massachusetts
$26.9M -$73.1K -427 -0.3%
CP
1247
Cumberland Partners
Ontario, Canada
$26.9M +$4.68M +27,349 +21%
JIR
1248
James Investment Research
Ohio
$26.8M -$17.8K -104 -0.1%
SSA
1249
South Street Advisors
New York
$26.8M +$48.6K +284 +0.2%
CGL
1250
Clarius Group LLC
Washington
$26.8M -$6.56M -38,343 -20%